News
Performance Report: Rixon Income Fund
The Rixon Income Fund rose by +0.96% in October, outperforming the RBA Cash Rate + 5% benchmark by +0.23%. Since inception in November 2022, the fund has returned +12.48% per annum, an outperformance of +3.82% relative to the benchmark...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.8% in October, outperforming the RBA Cash Rate + 5% benchmark by +0.07%. Since inception in April 2018, the fund has returned +10.95% per annum, an outperformance of +4.67% relative to the benchmark...
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Performance Report: Insync Global Quality Equity Fund
The Insync Global Quality Equity Fund has risen by +25.37% over the past 12 months, an outperformance of +2.92% vs the All Countries World (AUD) benchmark. Since inception in October 2009, the fund has returned 12.05% p.a. vs the...
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Performance Report: Insync Global Capital Aware Fund
The Insync Global Capital Aware Fund has risen by +23.68% over the past 12 months, an outperformance of +1.23% compared with the All Countries World (AUD) benchmark which has returned +22.45% over the same period. Since inception in...
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Performance Report: PURE Resources Fund
The PURE Resources Fund returned -0.45% in September, outperforming the S&P/ASX Small Industrials TR benchmark by +0.76%. Since inception in May 2021, the fund has returned +7.85% per annum, outperformance of +5.46% relative to the...
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Performance Report: Equitable Investors Dragonfly Fund
The Equitable Investors Dragonfly Fund returned -1.21% in September, an outperformance of +1.63% compared with the ASX 200 Total Return benchmark which fell by -2.84%. Positive contributors during the month included Cirrus Networks (CNW)...
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Performance Report: Bennelong Twenty20 Australian Equities Fund
The Bennelong Twenty20 Australian Equities Fund has returned +9.16% p.a. since inception in November 2009, an outperformance of +1.64% relative to the ASX 200 Total Return benchmark which has returned +7.52% on an annualised basis over the...
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Performance Report: Altor AltFi Income Fund
The Altor AltFi Income Fund rose by +0.93% in September. Since inception in April 2018, the fund has returned +10.97% per annum, an outperformance of +4.74% relative to the RBA Cash Rate + 5% benchmark which has risen by +6.23% on an...
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Performance Report: PURE Income & Growth Fund
The PURE Income & Growth Fund rose by +0.66% in September, outperforming the S&P/ASX Small Industrials TR benchmark by +5.7 %. Since inception in December 2018, the fund has returned +10.95% per annum, an outperformance of +8.08% relative...
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Performance Report: 4D Global Infrastructure Fund (Unhedged)
The 4D Global Infrastructure Fund (Unhedged) has risen by +15.6% over the past 12 months. Since inception in March 2016, the fund has returned +8.55% per annum, an outperformance of +0.69% relative to the S&P Global Infrastructure TR...
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